Aspen Aerogels Inc vs Firy Inc. — how do they compare? Aspen Aerogels Inc trades at $6.14 (market cap $509.55M), while Firy Inc. trades at $10.31 (market cap $159.51M). The key difference: Aspen Aerogels Inc is far larger — about 3.2× Firy Inc.'s market cap, and Firy Inc. is trading nearer its 52-week high, Aspen Aerogels Inc nearer its low. Which is the better fit depends on your goals.
| ASPN | FIRY | |
|---|---|---|
Market Cap | $509.55M | $159.51M |
Sector | Technology | Consumer Cyclical |
52-Week High | $8.82 | $12.45 |
52-Week Low | $2.57 | $2.28 |
Enterprise Value | $482.96M | $103.18M |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $6.15, down 2.23% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue beat but missed EPS estimates, with a net income margin of -62.45% and negative cash flow. Recent news highlights sequential revenue improvement and a raised European Thermal Barrier outlook for 2026.
Outlook hinges on execution of Q3 revenue guidance of $65-80M and adjusted EBITDA of $7-15M. Risks include persistent losses and competitive pressures, but analyst consensus is strongly bullish with 82.61% buy ratings, suggesting confidence in the recovery trajectory.
FIRY (formerly Skillz Inc.) trades at $9.98, down 4.77% today, with a bullish technical signal from moving averages. The company shows persistent losses with a -67.38% net margin in 2025 despite an 87.75% gross margin, while revenue declined from $270M in 2022 to $104M in 2025. Recent developments include a legal victory securing $719M and a corporate rebranding to FIRY.
The outlook remains challenging due to sustained negative cash flows and profitability issues, though the legal win provides a potential catalyst. Analyst sentiment is mixed with 60% hold ratings. Key risks include execution on profitability and competitive pressures in mobile gaming.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →Firy Inc. operates a mobile gaming platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and other international markets. The company operates through two segments: Skillz and RZR. Its Skillz platform enables game developers to monetize their content by integrating real-money tournaments, virtual prizes, and social competition features directly into multiplayer games.
Read more on FIRY →